Relationship / Sales Manager -banking


5-7 years


INR 3 L to 6 L




Udaipur / Jodhpur / Jaipur

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Job Description

Functional DesignationRelationship / Sales Manager -Primer  Current Account
DepartmentBranch Banking
JobSales / Acquisition
Job Title Manager
Location PAN India- As defined
Reporting To Senior Relationship Manager – Primer  Current Account


  1. Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.


  1. Position Responsibilities
Sr.Key Responsibilities
1New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Adherence to Bank policies and guidelines such as KYC & AML

2Ensure successful onboarding of customer for a smooth transition to branch banking team.


3Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.


4Activities for lead generation


5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams

(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer



  1. Qualifications and Experience Requirement
PreferredMBA +  IRDA qualified
Essential–       2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

–       Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.

–       Should know the local language.


  1. Competency Requirements
  2. Technical Skills
Computer SkillsGood skills of Excel.
Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.



  1. Behavioural Skills
Communication SkillsGood written & verbal communication. Fluency in English (written and spoken)
 Presentable and with High Grooming standards



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job type



Relationship Manger



functional area

Sales and Marketing

key skills

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Recruiter Details:

Recruiter Name

Dilip Sharma

Phone Number


Contact E-mail

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